A complete list of active advisors currently associated with Planning for Progress

Warmer can help you find a great advisor at Planning for Progress or one who fits your needs even better.

Planning for Progress works primarily with middle‑ and upper‑middle‑income individuals and families and also makes services available to small businesses, nonprofit organizations, and employer plan sponsors. Its offerings cover comprehensive and project‑based financial planning, hourly advice, investment management, educational presentations and workshops, and retirement plan consulting. The firm is fee‑only and provides both discretionary and non‑discretionary investment management, typically implementing diversified, long‑term asset‑allocation strategies with periodic rebalancing and attention to tax efficiency. It frequently uses outside managers and digital custodial platforms to execute and service accounts, and tailors recommendations to clients’ goals, risk tolerance, and, when requested, political or values‑based preferences. Compared with many peers, the firm regularly provides educational seminars and workshops to workplaces and community groups and delivers retirement plan consulting to plan sponsors—services that are relatively uncommon among independent advisors. It also structures engagement options to broaden access (including no minimums and crediting prior project or hourly work toward ongoing planning) and relies on platform relationships that provide practice‑management support alongside custody and execution.

To learn more about the advisors currently working at Planning for Progress, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.